When viewing jobs in the Resource calendar or Allied health calendar, a case note can be added to a single booking or group booking by clicking on the job and choosing the ‘Add Case Note’ button.

Adding a case note

• Add Case Note – Select to add a Case Note that ties to Client(s) and Job ID.
  • If on a Group Event, select the Attendee

• A new browser is displayed with a New Case Note popup.

• Select a Record type.
• Select “Next” to navigate to the next step.
• The default Case Note form will display the fields. Job ID and Client can be pre-populated.
• Input all required fields and select “Save”. The case note is successfully saved and associated with the correct Client and the Job.
• Select “Save and New”  if you have multiple case notes to add.
• Select “Cancel” to close the popup and return the Home page.